Joseph P. Lucia & Associates, LLC American Centy ETF Tr Avantis Transaction History
Joseph P. Lucia & Associates, LLC
- $218 Million
- Q3 2025
A detailed history of Joseph P. Lucia & Associates, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Joseph P. Lucia & Associates, LLC holds 9,386 shares of AVDV stock, worth $846,523. This represents 0.38% of its overall portfolio holdings.
Number of Shares
9,386
Previous 2,692
248.66%
Holding current value
$846,523
Previous $213,000
292.02%
% of portfolio
0.38%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding AVDV
# of Institutions
536Shares Held
116MCall Options Held
4.1KPut Options Held
0-
Creative Planning Overland Park, KS20.6MShares$1.86 Billion1.42% of portfolio
-
Jones Financial Companies Lllp19.1MShares$1.72 Billion1.16% of portfolio
-
Savant Capital, LLC11.5MShares$1.04 Billion5.76% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO4.04MShares$365 Million4.37% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$233 Million1.87% of portfolio